Samir Vasavada
Co-Head of Vise
BACKSTORY
Samir Vasavada is Co-Founder and Co-Head of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios at scale across nearly every asset class and strategy. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling their firms to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.
HOBBIES
Drinking Matcha
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Hiking
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Playing Poker




